Growing in Our Home Market: Introducing Richmond, VA West End Office & Team |  Read More

Cary Street Partners Wealth Management Opens New Richmond West End Office with Acquisition of Seneca House Advisors

Cary Street Partners announces the acquisition of Seneca House Advisors, expanding its presence in Richmond’s West End and marking its 22nd office nationwide. The addition of Elizabeth King, Matthew Daniel, Tyler Napier and their team reflects the firm’s continued strategic growth and investment in its home market while strengthening its ability to serve clients with comprehensive wealth management solutions.

“Richmond is where Cary Street Partners got its start, so there is something particularly meaningful about growing right here in our home market. Elizabeth, Matt and Tyler bring deep expertise across financial planning, legal, and behavioral finance, backed by an exceptional group of professionals. Welcoming a group of this caliber into CSP is exactly the kind of thoughtful growth we look for, and it is especially rewarding to see it take root in our own backyard.”

— Joseph R. Schmuckler, CEO, Cary Street Partners

 

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